CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

483 hedge funds and large institutions have $3.21B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.01% more ownership

Funds ownership: 66.96%68.97% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 156

87% less call options, than puts

Call options by funds: $815K | Put options by funds: $6.14M

Holders
483
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$815K
Puts
$6.14M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAA
201
Guardian Asset Advisors
Pennsylvania
$979K
IB
202
Intrust Bank
Kansas
$971K
CI
203
CX Institutional
Indiana
$961K
SPC
204
Sigma Planning Corp
Michigan
$959K
SAM
205
Smithbridge Asset Management
Pennsylvania
$958K
Legacy Financial Group (Iowa)
206
Legacy Financial Group (Iowa)
Iowa
$944K
HWM
207
HB Wealth Management
Georgia
$937K
SWM
208
SK Wealth Management
Rhode Island
$932K
FMC
209
First Merchants Corp
Indiana
$930K
TCM
210
Telos Capital Management
California
$928K
WA
211
Win Advisors
Florida
$919K
VAS
212
Vestmark Advisory Solutions
Massachusetts
$919K
MYIA
213
Mount Yale Investment Advisors
Colorado
$919K
CWMGO
214
Capstone Wealth Management Group (Oregon)
Oregon
$917K
PAA
215
Peregrine Asset Advisers
Oregon
$900K
TW
216
Towerpoint Wealth
California
$897K
KPWS
217
Kestra Private Wealth Services
Texas
$896K
BJL
218
Brighton Jones LLC
Washington
$896K
RWA
219
Redhawk Wealth Advisors
Minnesota
$866K
SWM
220
SeaCrest Wealth Management
New York
$863K
LKWM
221
Lee-Kelleher Wealth Management
Maryland
$860K
KFI
222
Key Financial Inc
Pennsylvania
$842K
RT
223
Rockland Trust
Massachusetts
$841K
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$840K
JIR
225
James Investment Research
Ohio
$836K